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Transfer agency systems and solutions listed in our vendor directory. Use the research platform to evaluate shareholder register software providing analysis and comparison of functionality supporting fund processing, subscriptions, redemptions, switches, transfers, exchanges, conversions, transfers from other schemes and more sophisticated TA service models and transaction types functionality. Research and analyze the Transfer Agency systems market for financial institutions.

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Geographic Availability

Define the regions and countries where you require this solution to be used. Note this filter has a binary weighting, only solutions that match this criteria will show.

Geographic Availability

Africa
Asia-Pacific
Caribbean
Central America and Mexico
Europe
Middle East
North America
South America

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Singapore

United Kingdom

United States

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Transfer Agency Core Features

Narrow your search by specifying transfer agency functionality required.

Transfer Agency Core Features

Shareholder register
Fee Processing
Transaction processing

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Internationalisation

Multi-currency
Multi-lingual

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Deployment Options

How do you want it delivered, on your infrastructure managed by you or full hosted and managed by someone else. The industry is moving towards the latter.

Deployment Options

On premises installation
Hosted / ASP / Private cloud
Public cloud, single tenant
Public cloud /Multi-tenant / SaaS
Hybrid cloud

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Operating Systems

IBM AS/400
Mainframe and Z-series
Windows
Mac/OS
Unix - BSD
Unix - Linux
Unix - Other

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Database

Sybase
Oracle
DB2
Microsoft SQL Server
Postgresql
Apache Spark
Firebird
Kdb+
NOSQL
Hadoop

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Total Company Funding

$1 - $4,999,999
$5,000,000 - $9,999,999
$10,000,000- $24,999,999
$25,000,000 - 49,999,999
Over $50,000,000

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Company Funding Stage

Use this filter to identify emerging technology companies ?

Company Funding Stage

Self-funded
Round 1 / Friends and family
Round 2 / Seed
Round 3 / Growth or Early Stage
Round 4 / Expansion
Round 5 or more / Mezzanine to IPO

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FIS Transfer Agency Services FIS
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TradeseC Fund Order Module TradeChannel - a CSS Company
For you as a successful TA/fund company or distributor you need the flexibility to reach all your counterparties efficiently. In an environment…
Sapiens Decision Sapiens
Sapiens Decision (formerly called Sapiens DECISION) is a business rules decision management solution used by a selection of the largest banks, m…
Linedata Mshare Linedata
Linedata Mshare is a global transfer agency system with both mutual and alternative market solutions. Linedata Mshare can cater for a wide range…
PFS-PAXUS Pacific Fund Systems
PFS-PAXUS is a specialist fund accounting and fund administration system that is the product of choice for administrators of both alternative an…
Prospero 365 Fund Management Software Finartis
Catering for 21st-century Fund Management The best investors always demand the most from their software. Over the past number of years, the fund…
ZagTrader Order Management Systems ZagTrader
ZagTrader Order Management System is a three-dimensional platform (Multi-Asset Class, Multi Market and Multi Currency), that supports Equities,…
WealthTech Suite Objectway
The Objectway WealthTech Suite is the new generation platform designed to answer to the challenges and the increasing innovation demand of Wealt…
ZagTrader Asset & Portfolio Management ZagTrader
The ZagTrader Asset and Portfolio Management System (AMS) is a one-stop shop that will simplify all your operations so you can focus on your cor…
HedgeGuard Crypto Portfolio Management Software HEDGEGUARD CRYPTO
HedgeGuard provides trading and portfolio management software as well as middle office services to Crypto Asset Managers. Our cloud-based Portfo…
Business Process Outsourcing HCL Technologies
Technology is fast changing the fundamental nature of businesses.Organizations which were once world leaders in their space are now giving way t…

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